Eaton Financial Holdings Company, LLC JEPI Holdings History
Eaton Financial Holdings Company, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, Eaton Financial Holdings Company, LLC held 250,475.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $14.31 Mil. This investment constitutes 5.94% of their stock portfolio, and Eaton Financial Holdings Company, LLC now holds 0.04% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2022Q4. And since then Eaton Financial Holdings Company, LLC has made 6 purchases of JEPI, at an average price of $54.89, for a total of 1.00 Mil shares. In addition, there have been 2 sales at an average price of $58.14 for 750,732.00 shares. Based on historical transaction data and JEPI's current price of $56.96, Eaton Financial Holdings Company, LLC's estimated gain on his JEPI holdings is $2.96 Mil, reflecting a 5.40% gain to date.
Eaton Financial Holdings Company, LLC JEPI ($56.96) Holding Chart
Eaton Financial Holdings Company, LLC JEPI ($56.96) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
